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Yext
YEXT

194 hedge funds and large institutions have $545M invested in Yext in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

898% more call options, than puts

Call options by funds: $3.66M | Put options by funds: $367K

13% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 67

3.38% less ownership

Funds ownership: 72.53% → 69.15% (-3.4%)

4% less funds holding

Funds holding: 202 → 194 (-8)

25% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 28

46% less capital invested

Capital invested by funds: $1.02B → $545M (-$473M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
194
Holders Change
-8
Holders Change %
-3.96%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
76
Reduced
67
Closed
28
Calls
$3.66M
Puts
$367K
Net Calls
+$3.3M
Net Calls Change
-$5.46M

Top Buyers

1
LLL
Lynrock Lake LP
New York
+$24.9M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$8.96M
3
JAM
Jupiter Asset Management
United Kingdom
+$3.83M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.52M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$3.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$13M
2
Invesco
Invesco
Georgia
-$11M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$10.4M
4
Morgan Stanley
Morgan Stanley
New York
-$9.47M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$6.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
DFCM
51
Dark Forest Capital Management
Puerto Rico
$1.33M +$931K +108,905 +108%
AllianceBernstein
52
AllianceBernstein
Tennessee
$1.3M – – –
Invesco
53
Invesco
Georgia
$1.25M -$11M -1,289,440 -87%
Allspring Global Investments
54
Allspring Global Investments
North Carolina
$1.1M -$824K -96,383 -36%
PI
55
Putnam Investments
Massachusetts
$1.06M +$510K +59,637 +55%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$1.05M -$1.65K -193 -0.1%
Teacher Retirement System of Texas
57
Teacher Retirement System of Texas
Texas
$1M +$528K +61,768 +64%
OQS
58
Occudo Quantitative Strategies
Florida
$997K +$548K +64,056 +69%
PVM
59
Palogic Value Management
Texas
$950K +$428K +50,000 +50%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$881K +$765K +89,517 +180%
UBS AM
61
UBS AM
Illinois
$862K -$238K -27,808 -17%
Bank of America
62
Bank of America
North Carolina
$860K +$565K +66,132 +95%
CIC
63
Cornercap Investment Counsel
Georgia
$839K +$1.13M +132,492 New
GAM
64
Gotham Asset Management
New York
$794K +$341K +39,873 +47%
YIH
65
Y-Intercept (HK)
Hong Kong
$787K +$1.06M +124,382 New
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$762K – – –
Vontobel Holding
67
Vontobel Holding
Switzerland
$748K -$12.7K -1,486 -1%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$739K -$40.8K -4,774 -4%
Los Angeles Capital Management
69
Los Angeles Capital Management
California
$638K +$271K +31,693 +46%
NIM
70
Needham Investment Management
New York
$633K +$855K +100,000 New
RJA
71
Raymond James & Associates
Florida
$609K +$267K +31,242 +48%
Legal & General Group
72
Legal & General Group
United Kingdom
$607K -$9.1K -1,064 -1%
Mackenzie Financial
73
Mackenzie Financial
Ontario, Canada
$596K +$478K +55,879 +136%
XT
74
XTX Topco
Cayman Islands
$583K +$411K +48,075 +109%
Franklin Resources
75
Franklin Resources
California
$556K -$87.5K -10,231 -10%
1 2
3
4 5

YEXT Hedge Fund Activity: Q3 2023 in Review

194 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Yext (YEXT) for Q3 2023, worth a combined $545M — down 46% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of YEXT and 21 opened new positions — a net loss of 7 holders — while 67 trimmed existing stakes and 76 added.

The largest buyer was Lynrock Lake LP, adding an estimated $24.9M. The largest seller was Millennium Management, cutting an estimated $13M.

  • 194 institutional investors held Yext (YEXT) as of Q3 2023, down from 202 in Q2 2023.
  • Funds reported $545M of Yext stock for Q3 2023, down 46% quarter-over-quarter.
  • 21 funds opened new Yext positions in Q3 2023 and 28 closed out, a net change of -7 holders.
  • The largest Yext buyer in Q3 2023 was Lynrock Lake LP, an estimated $24.9M added.
  • The largest Yext seller in Q3 2023 was Millennium Management, an estimated $13M sold.

Based on aggregated 13F filings for Q3 2023.